Savvy Advisors, Inc. Incresed Positions in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
321
+ 20.8%
$497.6 - $606.74 $160K - $195K
1.86K $927K
IWF
Ishares Russell 1000 Gr ETF

ETFs
992
+ 17.19%
$360.07 - $417.26 $357K - $414K
6.76K $2.44M
GD
General Dynamics Corp

Industrials
404
+ 35.5%
$241.94 - $272.58 $97.7K - $110K
1.54K $420K
MAIN
Main Street Capital Corp

Financial Services
2.48K
+ 25.85%
$54.71 - $63.1 $136K - $157K
12.1K $683K
OGE
Oge Energy Corp.

Utilities
829
+ 4.76%
$39.76 - $46.32 $33K - $38.4K
18.3K $839K
WFC
Wells Fargo & Company

Financial Services
1.41K
+ 12.37%
$66.78 - $81.42 $94K - $115K
12.8K $918K
IWS
Ishares Russell Midcap Value E

ETFs
1.04K
+ 25.31%
$122.59 - $135.24 $128K - $141K
5.15K $649K
RY
Royal Bank Of Canada

Financial Services
1.23K
+ 46.87%
$108.81 - $123.4 $133K - $151K
3.84K $433K
ZTS
Zoetis Inc.

Healthcare
694
+ 50.69%
$156.48 - $175.67 $109K - $122K
2.06K $339K
MKC
Mccormick & CO Inc

Consumer Defensive
948
+ 15.5%
$71.24 - $84.73 $67.5K - $80.3K
7.06K $581K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 19.51%
$1187.71 - $1432.58 $47.5K - $57.3K
245 $350K
TJX
Tjx Companies Inc

Consumer Cyclical
765
+ 12.94%
$112.81 - $126.16 $86.3K - $96.5K
6.68K $813K
DUK
Duke Energy Corp

Utilities
402
+ 11.83%
$105.87 - $121.97 $42.6K - $49K
3.8K $463K
CTAS
Cintas Corp

Industrials
329
+ 26.55%
$182.09 - $208.14 $59.9K - $68.5K
1.57K $322K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.96K
+ 14.72%
$24.88 - $26.85 $123K - $133K
38.6K $975K
WMB
Williams Companies, Inc.

Energy
1.14K
+ 29.06%
$54.02 - $61.09 $61.7K - $69.8K
5.07K $303K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.05K
+ 14.48%
$58.01 - $64.46 $60.9K - $67.7K
8.3K $515K
SCHO
Schwab Short Term Us Treasury

ETFs
2.93K
+ 5.62%
$24.1 - $24.34 $70.5K - $71.2K
54.9K $1.34M
VOT
Vanguard Mid Cap Growth Index

ETFs
393
+ 26.59%
$237.72 - $276.98 $93.4K - $109K
1.87K $457K
CTVA
Corteva, Inc.

Basic Materials
623
+ 8.77%
$55.94 - $66.15 $34.9K - $41.2K
7.73K $486K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.4K
+ 7.52%
$25.83 - $27.09 $61.9K - $64.9K
34.2K $913K
VT
Vanguard Total World Stk Index

ETFs
728
+ 23.21%
$115.08 - $123.97 $83.8K - $90.3K
3.86K $448K
AFL
Aflac Inc

Financial Services
490
+ 15.17%
$100.99 - $111.19 $49.5K - $54.5K
3.72K $413K
FNDF
Schwab Fundamental Intl Large

ETFs
411
+ 2.04%
$32.9 - $37.45 $13.5K - $15.4K
20.5K $741K
IWM
Ishares Russell 2000 ETF

ETFs
901
+ 18.09%
$198.1 - $229.79 $178K - $207K
5.88K $1.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.1K
+ 10.3%
$64.88 - $72.1 $136K - $151K
22.4K $1.47M
SONY
Sony Group Corp

Technology
754
+ 6.12%
$19.88 - $25.64 $15K - $19.3K
13.1K $332K
NKE
Nike, Inc.

Consumer Cyclical
1.67K
+ 55.21%
$63.29 - $81.72 $106K - $137K
4.71K $298K
KMI
Kinder Morgan, Inc.

Energy
1.69K
+ 8.99%
$26.1 - $31.22 $44.1K - $52.7K
20.5K $583K
TXT
Textron Inc

Industrials
1.16K
+ 34.54%
$70.19 - $81.2 $81.3K - $94K
4.51K $325K
GOOG
Alphabet Inc.

Communication Services
6.97K
+ 23.36%
$156.06 - $207.71 $1.09M - $1.45M
36.8K $5.75M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
736
+ 13.2%
$65.44 - $70.64 $48.2K - $52K
6.31K $431K
PPA
Invesco Exchange Traded Fd Tr

ETFs
538
+ 29.3%
$113.59 - $123.29 $61.1K - $66.3K
2.37K $276K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.86K
+ 26.18%
$22.25 - $23.0 $63.6K - $65.7K
13.8K $316K
NGG
National Grid PLC

Utilities
588
+ 14.27%
$56.13 - $65.61 $33K - $38.6K
4.71K $308K
AMAT
Applied Materials Inc

Technology
604
+ 40.11%
$145.06 - $195.51 $87.6K - $118K
2.11K $306K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.08K
+ 10.46%
$45.92 - $47.58 $49.5K - $51.2K
11.4K $540K
XLK
Technology Sector Spdr

ETFs
6.1K
+ 13.25%
$206.38 - $242.18 $1.26M - $1.48M
52.1K $10.8M
TEI
Templeton Emerging Markets Income Fund

Financial Services
5.85K
+ 5.22%
$5.15 - $5.57 $30.1K - $32.6K
118K $633K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.95K
+ 23.12%
$19.42 - $19.54 $57.3K - $57.6K
15.7K $306K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
34
+ 2.17%
$208.48 - $244.03 $7.09K - $8.3K
1.6K $390K
CB
Chubb LTD

Financial Services
104
+ 10.72%
$257.71 - $301.99 $26.8K - $31.4K
1.07K $324K
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 0.56%
$142.8 - $176.36 $1.86K - $2.29K
2.33K $401K
CMCSA
Comcast Corp

Communication Services
1.65K
+ 18.19%
$33.19 - $38.23 $54.9K - $63.2K
10.7K $396K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
629
+ 11.26%
$59.28 - $66.1 $37.3K - $41.6K
6.22K $394K
PRU
Prudential Financial Inc

Financial Services
793
+ 15.98%
$105.04 - $122.33 $83.3K - $97K
5.76K $642K
TT
Trane Technologies PLC

Industrials
231
+ 28.38%
$332.0 - $400.86 $76.7K - $92.6K
1.05K $352K
EPD
Enterprise Products Partners L.P.

Energy
685
+ 6.68%
$31.75 - $34.14 $21.7K - $23.4K
10.9K $373K
BIDU
Baidu, Inc.

Communication Services
329
+ 11.97%
$77.43 - $102.51 $25.5K - $33.7K
3.08K $283K
Activity Summary
Buys All Purchases 405 New Holdings 91 Increased Positions 314 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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